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Automate Intercom & Procore
Stop paying for mismatched spreadsheets. Sync data between Intercom and Procore in real-time, so you can manage your operations without the busywork.
Custom API Integration
Secure Data Transfer
Done-For-You Setup
How the Data Flows
graph LR
subgraph Source ["Intercom"]
T1(["Contact Replied"])
end
subgraph Middleware ["Enterprise Integration Core"]
W[CRON API
Poller] --> V{Validation
& Auth}
V -->|Fail| DLQ[Dead Letter
Queue]
V -->|Pass| Map[Data Mapping
& Transformation]
Map --> Retry[Rate Limiting
& Retries]
end
subgraph Target ["Procore"]
A1(["Create Bid Board Project"])
end
T1 -->|JSON Payload| W
Retry -->|Authenticated API POST| A1
style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
Top Ways to Automate Intercom & Procore
- Automated Client Updates: Instantly notify clients of project milestones and updates through Intercom, ensuring they are always informed without manual intervention.
- Streamlined Support Requests: Automatically convert client inquiries from Intercom into actionable tasks in Procore, reducing response times and improving service quality.
- Centralized Communication Logs: Sync conversations from Intercom directly into Procore, providing teams with a comprehensive view of client interactions and project history for better decision-making.
How to Build the Intercom → Procore Sync
- In Intercom, set up a webhook that triggers on the 'New Conversation' event. This webhook will send a payload containing the conversation details, including the customer ID and message content.
- Configure the webhook to point to your integration service endpoint, e.g.,
https://your-integration-service.com/intercom-webhook. - In your integration service, listen for incoming POST requests from the Intercom webhook. Extract the relevant data from the payload, specifically the
customer_id,message, andtimestamp. - Use the Procore REST API to create a new project note. Make a POST request to
https://api.procore.com/vapid/projects/{project_id}/noteswith the following JSON payload:{ "note": "{message}", "created_at": "{timestamp}", "author_id": "{customer_id}" }. - Ensure that the
project_idin the Procore API endpoint corresponds to the project related to the customer in Intercom.
Developer Warnings & API Gotchas
- Ensure that the
customer_idfrom Intercom is mapped correctly to the corresponding user ID in Procore; mismatches can lead to notes being attributed to the wrong users. - Pay attention to the format of the
timestamp; Procore expects it in ISO 8601 format, while Intercom may provide it in a different format. - When sending the note content, ensure that it does not exceed Procore's character limit for notes; otherwise, the API will return an error, and the note will not be created.
Supported API Operations
We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.
-
When this happens in Intercom... Contact RepliedDo this in Procore Create Bid Board Project
-
When this happens in Intercom... Fetch Custom ActionsDo this in Procore Create Budget Change
-
When this happens in Intercom... Lead Added EmailDo this in Procore Create Budget Line Item
-
When this happens in Intercom... Lead Added Email (Legacy)Do this in Procore Create Call Log
-
When this happens in Intercom... Lead Converted to UserDo this in Procore Create Catalog Item
SyncMatrix Experts
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